Freshdesk + Planview AgilePlace

Create AgilePlace cards from new Freshdesk tickets

Create a great customer service environment when you provide quick responses to your customers. With the Freshdesk to AgilePlace automation, each time a ticket is created in Freshdesk, Zapier will automatically create a new card in AgilePlace. This automation helps you put your customers first for great service.

When this happens...
New Ticket
Triggers when there is a new ticket is created in Freshdesk.
TriggerInstant
automatically do this!
Create Card
Creates a new card.
ActionWrite

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Supported triggers and actions

What does this mean?

New Ticket
Triggers when there is a new ticket is created in Freshdesk.
Trigger
Instant
Try It
New Ticket Note
Triggers when a Note is added to a Ticket.
Trigger
Instant
Try It
Update Contact
Triggers when a user is updated.
Trigger
Instant
Try It
- NameRequired
- Description
- Notes
- Domains
Action
Write
- NameRequired
- Description
Action
Write

- SubjectRequired
- EmailRequired
- Type
- DescriptionRequired
- Priority
- CC Emails
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Ticket IdRequired
Action
Search
- BoardRequired
- LaneRequired
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
- Board IDRequired
- Card Type NameRequired
- Card Type Color
Action
Write
- Board IDRequired
- Custom Field IdRequired
- New Custom Field Choice ItemRequired
Action
Write
- Board ID
- User Email or IDRequired
- Card/Task IDRequired
Action
Write
- Board IDRequired
- Card TitleRequired
- Lane ID
- Description
- Priority
- Card Type ID
- Size
- Planned Start
- Planned Finish
- Tags
- Custom ID
- Assigned User Email or ID
- Custom Icon ID
- WIP Override Comment
- Copied From Card ID
- External Link Label
- External Link Url
- Parent Card ID
Action
Write
- Parent Card IDRequired
- Child Card IDRequired
Action
Write
- Card/Task IDRequired
Action
Write
- Card IDRequired
- Board
- Lane IDRequired
- WIP Override Comment (optional)
Action
Write
- Card IDRequired
- Board IDRequired
- Lane ID
- WIP Override Comment (optional)
Action
Write
- Parent Card IDRequired
- Child Card IDRequired
Action
Write
- Task IDRequired
- Card ID (for card that contains the task)Required
Action
Write
- Unblock ReasonRequired
- Card/Task IDRequired
Action
Write
- Card/Task IDRequired
- Board ID
- Custom Field IDRequired
- ValueRequired
Action
Write
- Board IDRequired
- SearchRequired
- Card TitleRequired
- Lane ID
- Description
- Priority
- Card Type ID
- Size
- Planned Start
- Planned Finish
- Tags
- Custom ID
- Assigned User Email or ID
- Custom Icon ID
- WIP Override Comment
- Copied From Card ID
- External Link Label
- External Link Url
- Parent Card ID
Action
Search or write

New Contact
Triggers when a new customer is created.
Trigger
Instant
Try It
Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
Try It
- Ticket NoRequired
- NotesRequired
- PrivateRequired
Action
Write
- Forum CategoryRequired
- NameRequired
- TypeRequired
- VisibilityRequired
- Description
Action
Write
- Forum CategoryRequired
- ForumRequired
- TitleRequired
- Topic DescriptionRequired
- Sticky
- Locked
Action
Write
- NameRequired
- EmailRequired
- Address
- Description
- Phone
- Job Title
- Tags
Action
Write
- EmailRequired
Action
Search
- NoteRequired
- BoardRequired
- LaneRequired
Trigger
Scheduled
Try It
- NoteRequired
- BoardRequired
Trigger
Scheduled
Try It
- NoteRequired
- BoardRequired
Trigger
Scheduled
Try It
- CommentRequired
- Card/Task IDRequired
Action
Write
- Card/Task IDRequired
- TagsRequired
Action
Write
- Block ReasonRequired
- Card/Task IDRequired
Action
Write
- Task IDRequired
- Card ID (for card that contains the task)Required
Action
Write
- Card IDRequired
- TitleRequired
- Description
- Board ID
- Task TypeRequired
Action
Write
- Card IDRequired
Action
Write
- Card IDRequired
- Board ID (where parent card lives)Required
- Lane ID for ActiveRequired
- Lane ID for DoneRequired
- WIP Override Comment (optional)
Action
Write
- Board IDRequired
- Custom Field IdRequired
- Custom Field Choice Item to RemoveRequired
Action
Write
- Card/Task IDRequired
- TagsRequired
Action
Write
- Board ID
- User Email or IDRequired
- Card/Task IDRequired
Action
Write
- Card/Task IDRequired
- Card Title
- Description
- Priority
- Size
- Planned Start
- Planned Finish
- Custom Id / Header
- External Link Label
- External Link Url
- Board ID
- Card/Task Type ID
- Custom Icon ID
Action
Write
- BoardRequired
- SearchRequired
Action
Search

About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.